Capital Investment Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Hold |
700
| – | – | ﹤0.01% | 755 |
|
|
2025
Q1 | $42.7K | Hold |
700
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $39.6K | Hold |
700
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $44.5K | Hold |
700
| – | – | ﹤0.01% | 703 |
|
|
2024
Q2 | $41.7K | Hold |
700
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $41.8K | Hold |
700
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $41.7K | Hold |
700
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $36.7K | Hold |
700
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $39.1K | Hold |
700
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $40.8K | Hold |
700
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $38.3K | Buy |
+700
| New | +$38.3K | ﹤0.01% | 634 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$50K | – | 815 |
|
|
2021
Q3 | $50K | Hold |
700
| – | – | 0.01% | 570 |
|
|
2021
Q2 | $51K | Hold |
700
| – | – | 0.01% | 581 |
|
|
2021
Q1 | $49K | Hold |
700
| – | – | 0.01% | 542 |
|
|
2020
Q4 | $45K | Hold |
700
| – | – | 0.01% | 528 |
|
|
2020
Q3 | $37K | Hold |
700
| – | – | 0.01% | 472 |
|
|
2020
Q2 | $35K | Hold |
700
| – | – | 0.01% | 425 |
|
|
2020
Q1 | $28K | Buy |
+700
| New | +$28K | 0.01% | 415 |
|